STEP 1
Connect Capsule CRM and Lasso CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capsule CRM and Lasso CRM Integration
Connect Capsule CRM and Lasso CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Capsule CRM and Lasso CRM
Detailed info you need to know about Capsule CRM and Lasso CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
How to connect Capsule CRM to Lasso CRM
Set up your Capsule CRM and Lasso CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM and Lasso CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Capsule CRM and Lasso CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Lasso CRM work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM and Lasso CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Capsule CRM triggersLasso CRM actions
Capsule CRM modules
- Add Additional Party (Opportunity)Adds an additional party to an opportunity.
- Add Additional Party (Project)Adds an additional party to a project.
- Create Custom FieldCreates a custom field.
- Create EntryCreates an entry.
- Create GoalCreates a goal.
- Create MilestoneCreates a milestone.
- Create OpportunityCreates an opportunity.
- Create PartyCreates a party.
- Create ProjectCreates a project.
- Create Tag DefinitionCreates a tag definition.
- Create TaskCreates a task.
- Create TrackCreates a track.
- Delete Custom FieldDeletes a custom field.
- Delete EntryDeletes an entry.
- Delete GoalDeletes a goal.
- Delete MilestoneDeletes a milestone.
- Delete OpportunityDeletes an opportunity.
- Delete PartyDeletes a party.
- Delete ProjectDeletes a project.
- Delete Tag DefinitionDeletes a tag definition.
- Delete TaskDeletes a task.
- Delete TrackDeletes a track.
- Get AttachmentReturns an attachment.
- Get Current UserReturns the current Capsule user.
- Get Custom FieldReturns a custom field.
- Get EntryReturns an entry.
- Get GoalReturns a goal.
- Get MilestoneReturns a milestone.
- Get Multiple OpportunitiesReturns multiple opportunities.
- Get Multiple PartiesReturns multiple parties.
- Get Multiple ProjectsReturns multiple projects.
- Get OpportunityReturns an opportunity.
- Get PartyReturns a party.
- Get ProjectReturns a project.
- Get Site AddressReturns the site address.
- Get Tag DefinitionReturns a tag definition.
- Get TaskReturns a task.
- Get TeamReturns a team.
- Get TrackReturns a track.
- Get UserReturns a user.
- List Additional Parties (Opportunity)Lists additional parties on an opportunity.
- List Additional Parties (Project)Lists additional parties on a project.
- List Associated ProjectsLists projects associated with an opportunity.
- List Custom FieldsLists custom fields.
- List Deleted OpportunitiesLists deleted opportunities.
- List Deleted PartiesLists deleted parties.
- List Deleted ProjectsLists deleted projects.
- List EmployeesLists employees of a party.
- List Entries by DateLists entries by date.
- List Entries by EntityLists entries for an entity.
Lasso CRM modules
- Add a PhoneAdds a phone number to a registrant.
- Add an AddressAdds an address to a registrant.
- Add an EmailAdds an email to a registrant.
- Create a History EntryAdds a registrant history entry.
- Create a NoteAdds a note to a registrant.
- Create a Plan TypeCreates a new plan type.
- Create a Pricing RevisionCreates a pricing revision in the system.
- Create a RegistrantCreates a new registrant.
- Create a RelationshipCreates a registrant relationship.
- Create an AppointmentCreates a new appointment.
- Create an InventoryCreates a new inventory record in the system.
- Create Question AnswersSubmits answers to questions.
- Delete a NoteDeletes a registrant note.
- Delete a PhoneDeletes a registrant phone number.
- Delete a RelationshipDeletes a registrant relationship from the system.
- Delete an AddressDeletes a registrant address.
- Delete an AppointmentDeletes an appointment from the schedule.
- Delete an EmailDeletes a registrant's email from the system.
- Delete an InventoryDeletes an inventory entry from the system.
- Get a History EntryRetrieves a history entry.
- Get a Plan TypeRetrieves a plan type from the service.
- Get a RegistrantRetrieves extended registrant details.
- Get an AppointmentRetrieves appointment details.
- Get an InventoryRetrieves a single inventory.
- Get Assigned Sales RepsRetrieves assigned sales reps.
- Get Contact InformationRetrieves registrant contact information.
- Get Inventory DatesRetrieves inventory dates from the system.
- Get Inventory PlansRetrieves plans for an inventory.
- Get Inventory PricingRetrieves inventory pricing.
- Get Inventory PurchasersRetrieves a list of inventory purchasers.
- Get Opted StatusRetrieves the email opted status for a specific email address.
- Get Project SettingsRetrieves project settings information.
- List AppointmentsRetrieves registrant appointments.
- List InventoriesRetrieves all inventories.
- List Plan TypesRetrieves all inventory plan types.
- List Pricing RevisionsRetrieves pricing revisions for inventory.
- List Project AppointmentsRetrieves project appointments.
- List RegistrantsRetrieves registrants for a project.
- Make an API CallPerforms an arbitrary authorized API call.
- Reset an InventoryResets inventory items and deletes associated data.
- Search InventoriesSearches inventories by strata lot and inventory number.
- Search RegistrantsSearches registrants by multiple criteria.
- Send an Appointment EmailSends an appointment email confirmation.
- Sync InventorySynchronizes inventory data between systems or applications.
- Track Website ActivityTracks registrant website activity.
- Update a Follow-Up ProcessUpdates the registrant follow-up process for a specified event or user.
- Update a History EntryUpdates a history entry in the service with the provided details.
- Update a PhoneUpdates a registrant's phone number.
- Update a Plan TypeUpdates a plan type for a specific user or account.
- Update a Question AnswerUpdates a question answer with new information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Lasso CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capsule CRM and Lasso CRM.
Connect your Capsule CRM and Lasso CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Capsule CRM's "Watch Entries" fires, WEXTL can "Add a Phone" in Lasso CRM. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); Lasso CRM has 66 actions (including Add a Phone, Add an Address, and Add an Email). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Capsule CRM-to-Lasso CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Capsule CRM (or Lasso CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Capsule CRM + Lasso CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Capsule CRM and Lasso CRM integration.
- Capsule CRM and Lasso CRM integration source code, module specs and credentials implementation.
- Our Capsule CRM and Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM and Lasso CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Capsule CRM integration information
- Lasso CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library